Kelly Financial Services’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$4.67K | – | 148 |
|
|
2024
Q2 | $4.67K | Hold |
24
| – | – | ﹤0.01% | 503 |
|
|
2024
Q1 | $4.74K | Sell |
24
-3
| -11% | -$593 | ﹤0.01% | 502 |
|
|
2023
Q4 | $5.83K | Buy |
27
+3
| +13% | +$648 | ﹤0.01% | 460 |
|
|
2023
Q3 | $3.95K | Hold |
24
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $4.66K | Hold |
24
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $4.9K | Hold |
24
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $5.09K | Hold |
24
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $5.15K | Hold |
24
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $6.13K | Hold |
24
| – | – | ﹤0.01% | 375 |
|
|
2022
Q1 | $6.03K | Hold |
24
| – | – | ﹤0.01% | 400 |
|
|
2021
Q4 | $7.02K | Hold |
24
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $6.37K | Sell |
24
-5,379
| -100% | -$1.43M | ﹤0.01% | 389 |
|
|
2021
Q2 | $20K | Buy |
5,403
+5,383
| +26,915% | +$19.9K | ﹤0.01% | 548 |
|
|
2021
Q1 | $4.78K | Hold |
20
| – | – | ﹤0.01% | 401 |
|
|
2020
Q4 | $4.49K | Hold |
20
| – | – | ﹤0.01% | 373 |
|
|
2020
Q3 | $4.84K | Hold |
20
| – | – | ﹤0.01% | 342 |
|
|
2020
Q2 | $5.17K | Hold |
20
| – | – | ﹤0.01% | 329 |
|
|
2020
Q1 | $4.36K | Hold |
20
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $4.6K | Hold |
20
| – | – | ﹤0.01% | 312 |
|
|
2019
Q3 | $4.42K | Hold |
20
| – | – | ﹤0.01% | 303 |
|
|
2019
Q2 | $4.09K | Hold |
20
| – | – | ﹤0.01% | 307 |
|
|
2019
Q1 | $3.94K | Buy |
+20
| New | +$3.94K | ﹤0.01% | 316 |
|